Tax Associate (seasonal/remote)
- Full-Time
- Remote
- JDA TSG
- Posted 3 years ago – Accepting applications
JDA TSG has immediate opportunities for experienced Tax Associates (seasonal / remote) aiding customers in preparing/filing tax returns. Work begins in January and runs through mid to late April. You will be assisting customers in preparing their own returns and/or fully preparing tax returns for TurboTax Customers. Work is entirely remote; a typical week involves 25-30 hours of work. Positions are W2 Hourly and offer Medical and 401K. U.S. residency is required, as well as having a dedicated hardwired internet connection.
The Experience you need to excel in the job:
· An active PTIN#
· 3 season of paid tax preparation experience, with a minimum of 30 tax returns per tax year preparing federal and state individual 1040 tax returns for clients / customers,
· Working in a tax practice or retail setting, knowledge of tax laws and tax concepts
· Desire to grow tax expertise and obtain credentials / certifications such as EA
· Working with customers online / on camera, in a friendly reassuring way
· Working within a team to assist preparing accurate tax returns in a timely manner
· Research – going online to find answers and resolve customer queries
· Excellent verbal and written communication skills, Spanish bilingual a+
The work you will be doing:
· You’ll be interacting with customers online, to review documents and help resolve issues
· Compiling/preparing tax returns for TurboTax Customers
· Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation
· Gathering, organizing, accurately entering customer data in federal and state tax returns for review
· Coordinate customer meetings and follow-up and document those interactions
· Help customers with product/software inquiries, tax questions and calculations
· Enter accurate and complete customer data into tax returns for credentialed tax expert review
· Leverage websites and toolkits to seek out and deliver answers to the customer queries
· Represent the TurboTax brand and spirit by demonstrating empathy for the customer, empowering, and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes
About JDA TSG:
At JDA TSG, we equip many of the world’s major brands with top-tier specialized talent to drive their organizations in exciting new directions. What makes us the partner of choice for experience-obsessed brands across the globe? Our people. We’ve known from day one that hiring smart, passionate people and providing them with meaningful, yet challenging roles would mean that we – and our clients, thrive together.
Benefits and Perks:
· Healthcare
· 401K with match
Apply at: https://careers.jdatsg.com/job/1440
JDA TSG is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We do not sponsor visas.
Job Types: Part-time, Temporary
Pay: Up to $25.00 per hour
Benefits:
- 401(k)
- Health insurance
Application Question(s):
- Are you a current U.S. Resident?
Experience:
- Tax Preparation: 3 years (Required)
License/Certification:
- PTIN# (Required)
Work Location:
- Fully Remote